About Charlie

Charlie has been in the financial services business for over 30 years. From his days as an analyst in the pharmaceutical industry to his current responsibilities helping our clients achieve their dreams, he has been steadfast in his vision of helping people effectively manage their money. He understands that while his clients know how to make money, his responsibility is to help them make their money work for them.

Subject Matter Expertise

Business succession planning
Estate and insurance planning
Investment management and US equity research
Behavioral finance

Education and Certifications

Accredited Investment Fiduciary® (AIF®).
Master’s degree in finance from Drexel University with a concentration in investments.
Bachelor’s degree in geology from the University of Pittsburgh.
Holds life, health, and annuity insurance licenses.